Eugene, OR Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eugene, OR has 168 loaded benefit plan(s) reported by 121 plan sponsor(s), with $1,747,966,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 168
- Plan sponsors
- 121
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,747,966,556
- Total reported liabilities (EOY)
- $21,311,250
- Total reported net assets (EOY)
- $1,726,655,306
Contributions & income
- Employer contributions
- $50,087,509
- Participant contributions
- $85,335,526
- Total income / additions
- $341,246,900
Expenses & distributions
- Benefits paid / distributions
- $149,353,810
- Total expenses
- $155,217,735
- Net increase / (decrease)
- $186,029,165
Coverage
- Total reported participants
- 58,486
- Plans with financial statements
- 104
- Plans with provider compensation
- 55
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Eugene, OR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Pape' Group, Inc. Profit Sharing 401(K) Plan | The Pape' Group, Inc. | $378,127,831 | 2023 |
| Bi-Mart Corporation Employee Stock Ownership Plan | Bi-Mart Corporation | $210,231,629 | 2023 |
| Bi-Mart Corporation Defined Contribution Retirement Plan | Bi-Mart Corporation | $104,503,980 | 2023 |
| Datalogic 401(K) Plan | Datalogic Usa, Inc. | $94,281,399 | 2023 |
| Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan | Slocum Orthopedics, P.C. | $67,489,818 | 2023 |
| Jerry'S Building Materials, Inc. Employee Stock Ownership Plan And Trust | Jerry'S Building Materials, Inc | $64,922,035 | 2023 |
| The Willamette Valley Company And Subsidiary Companies 401(K) Profit Sharing Plan | The Willamette Valley Company LLC | $55,297,439 | 2023 |
| Farwest Steel Corporation And Affiliated Companies 401(K) Plan | Farwest Steel Corporation | $42,404,806 | 2023 |
| Market Of Choice 401(K) Plan | Market Of Choice, Inc. | $39,032,848 | 2023 |
| Allen Media Broadcasting 401(K) Plan | Allen Media Broadcast Holdings, LLC | $34,724,545 | 2023 |
| Bigfoot Beverages 401(K) Retirement Plan | Mlf Group LLC | $32,946,747 | 2023 |
| Retirement Plan For Employees Of Mckenzie-Willamette Hospital | Cascade Health | $32,580,199 | 2023 |
| Murphy Company 401(K) Retirement Plan | Murphy Company | $30,556,987 | 2023 |
| Industrial Finishes & Systems, Inc. Profit Sharing 401(K) Plan | Industrial Finishes & Systems, Inc. | $27,811,920 | 2023 |
| The Hallstrom Retirement Program | Zip-O-Log Mills, Inc. | $27,266,296 | 2023 |
| Guard Publishing Company Retirement Plan | Guard Publishing Company | $26,023,884 | 2023 |
| Organically Grown Company 401(K) Plan | Organically Grown Company, Inc. | $18,587,206 | 2023 |
| Oslc & Odi 403b Plan | Oregon Social Learning Center Inc. | $18,505,789 | 2023 |
| Oregon Precision Industries, Inc 401(K) Plan | Oregon Precision Industries, Inc | $17,905,712 | 2023 |
| Jerry'S Building Materials, Inc. Profit Sharing 401(K) Plan | Jerrys Building Materials, Inc. | $16,952,731 | 2023 |
| Cascade Health 401(K) Retirement Plan | Willamette Community Health Solutions D/B/A Cascade Health | $15,689,914 | 2023 |
| States Industries, LLC 401(K) Plan And Trust | States Industries, LLC | $15,550,496 | 2023 |
| East West Tea Company, LLC 401(K) Plan | East West Tea Company, LLC | $15,101,230 | 2023 |
| The Register-Guard 401(K) Employee Retirement Plan | Guard Publishing Company | $15,056,338 | 2023 |
| Bulk Handling Systems 401(K) Profit Sharing Plan | Emerging Acquisitions LLC | $13,895,887 | 2023 |
Largest plans in Eugene → · Eugene plans by participants → · Eugene plans with financial data → · Eugene plans with provider compensation → · $1B+ plans in Eugene →
Related Form 5500 pages
- All OR Form 5500 filings
- The Pape' Group, Inc. Profit Sharing 401(K) Plan (plan 001)
- The Pape' Group, Inc. — all reported plans
- Bi-Mart Corporation Employee Stock Ownership Plan (plan 003)
- Bi-Mart Corporation — all reported plans
- Bi-Mart Corporation Defined Contribution Retirement Plan (plan 002)
- Datalogic 401(K) Plan (plan 001)
- Datalogic Usa, Inc. — all reported plans
- Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan (plan 001)
- Slocum Orthopedics, P.C. — all reported plans
- Jerry'S Building Materials, Inc. Employee Stock Ownership Plan And Trust (plan 003)
- Jerry'S Building Materials, Inc — all reported plans
- The Willamette Valley Company And Subsidiary Companies 401(K) Profit Sharing Plan (plan 001)
- The Willamette Valley Company LLC — all reported plans
- Farwest Steel Corporation And Affiliated Companies 401(K) Plan (plan 002)
- Farwest Steel Corporation — all reported plans
- Market Of Choice 401(K) Plan (plan 001)
- Market Of Choice, Inc. — all reported plans
- Allen Media Broadcasting 401(K) Plan (plan 001)
- Allen Media Broadcast Holdings, LLC — all reported plans
- Bigfoot Beverages 401(K) Retirement Plan (plan 001)
- Mlf Group LLC — all reported plans
- Retirement Plan For Employees Of Mckenzie-Willamette Hospital (plan 001)
- Cascade Health — all reported plans
- Murphy Company 401(K) Retirement Plan (plan 002)
- Murphy Company — all reported plans
- Industrial Finishes & Systems, Inc. Profit Sharing 401(K) Plan (plan 001)
- Industrial Finishes & Systems, Inc. — all reported plans
- The Hallstrom Retirement Program (plan 001)
- Zip-O-Log Mills, Inc. — all reported plans
- Methodology
- Data sources